BROMSGROVE ROTARY CLUB CHARITABLE TRUST

Charity number: 503439
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Promotion of the welfare of the inhabitants of the District Council of Bromsgrove

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £29,532
Total expenditure: £22,048

People

6 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Overseas Aid/famine Relief
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Worcestershire

Governance

Registration history:
  • 19 October 1994: Standard registration
Organisation type:
Other
Other names:
  • LEN GILES CHARITABLE TRUST (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Faisal Sharif Trustee 01 July 2023
None on record
Lori Beale Trustee 17 February 2022
None on record
Caroline Spencer Trustee 17 February 2022
None on record
Ray Sinclair Trustee 20 December 2018
None on record
AMAL RAMPAL Trustee 01 July 2016
None on record
ANTHONY GRAEME DOCHERTY Trustee 01 July 2016
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £27.81k £23.89k £26.69k £25.87k £29.53k
Total expenditure £38.29k £23.16k £28.55k £30.46k £22.05k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2024 05 February 2025 On Time
Accounts and TAR 05 April 2024 05 February 2025 On Time Download Open in new window
Annual return 05 April 2023 05 February 2024 On Time
Accounts and TAR 05 April 2023 05 February 2024 On Time Download Open in new window
Annual return 05 April 2022 02 February 2023 On Time
Accounts and TAR 05 April 2022 02 February 2023 On Time Download Open in new window
Annual return 05 April 2021 23 December 2021 On Time
Accounts and TAR 05 April 2021 Not Required
Annual return 05 April 2020 15 December 2020 On Time
Accounts and TAR 05 April 2020 15 December 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DEED OF DECLARATION OF TRUST DATED 18 APRIL 1966

Charitable objects

(A) THE RELIEF OF POVERTY AND DISTRESS EITHER BY DIRECT PAYMENTS TO INDIVIDUALS IN NECESSITOUS CIRCUMSTANCES OR BY CONTRIBURTIONS TO SUCH CHARITABLE ORGANISATIONS OR FUNDS ALREADY EXISTING FOR THIS PURPOSE AS MAY BE APPROVED BY THE TRUSTEES. (B) THE ADVANCEMENT OF EDUCATION AND RELIGION BY CONTRIBUTION TO SUCH EDUCATIONAL OR RELIGIOUS ORGANISATIONS OR FUNDS ESTABLISHED FOR CHARITABLE PURPOSES ONLY AS MAY BE APPROVED BY THE TRUSTEES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Linked charities

Linked charities
Linked charity 503439-1 LEN GILES TRUST
Governing document
WILL PROVED ON 24 AUGUST 1988
Charitable objects
FOR SUCH CHARITABLE PURPOSES WHICH SHALL BENEFIT WHOLLY THE INHABITANTS OF THE DISTRICT COUNCIL OF BROMSGROVE AS THE TRUSTEES SHALL SELECT.
Area of benefit
BROMSGROVE
Registration history
  • 19 October 1994 : Standard registration

Contact information

Address:
4 Littleheath Lane
Lickey End
BROMSGROVE
B60 1JJ
Phone:
07703 567982
Email:
JULIANDYER@ORMERODRUTTER.CO.UK
Website:

No information available